Evermay Wealth Management’s iShares Gold Trust Micro IAUM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.26M	Sell	68,530 -15,466	-18%	-$510K	0.28%	39
2025 Q1	$2.62M	Buy	83,996 +80,224	+2,127%	+$2.5M	0.34%	34
2024 Q4	$98.7K	Hold	3,772	–	–	0.02%	260
2024 Q3	$99K	Buy	+3,772	New	+$99K	0.02%	269